亲爱的公主病

SK 集团会长警示内存高价风险：芯片通胀或将冲击消费电子_我的网站

一 |     British Prime Minister Boris Johnson is fighting for his political life but his opponents have few options for replacing him — so say two senior academics.,Calls for Johnson to go have reached fever pitch since Chris Pincher, the Conservative MP he appointed as deputy chief whip in February, was sacked for drunkenly groping two men at a posh private members' club in London.,This week it emerged that Johnson had been informed of earlier sexual assault claims against Pincher before he promoted him — leaving cabinet colleagues were embarrassed at having to defend the ever-changing official line.,Laura McAllister, professor of public policy at the Wales Governance Centre, told Sputnik nobody should take Johnson's political demise for granted.,"He survived so much in a way that few other politicians have ever managed to, particularly those in senior public office and prime minister," McAllister says. "He operates by a completely different set of rules and principles and ethics, which we would assume would be his undoing, but actually in reality he seems to have been able to ride the storm".,The academic points to Johnson's survival of the scandals around his advisor Dominic Cummings, 'Partygate', his handling of the COVID-19 pandemic before the Pincher affair. But she conceded that the spate of ministerial resignations led by Sajid Javid as health secretary and Rishi Sunak as chancellor of the exchequer were "hugely significant.","Two Cabinet members who sat in Cabinet yesterday morning had resigned without warning by the evening," the professor stresses "I think it's also fair to say that both of those individuals are thinking about their own potential bids to stand as the next leader of the Conservative Party and therefore timing is very much predicated on that.",McAllister says things have changed since the days of Margaret Thatcher, who resigned in 1990 after failing to win a leadership challenge by an overwhelming margin.,"[T]here was a much stronger Cabinet code, a ministerial code that was upheld broadly, or if it wasn't upheld, then there were consequences," she says "That's not the case now, and it seems very likely that Johnson will not resign of his own accord.","He still has a base of support, of course, even though that’s dwindling away now," she adds.,The academic also doubts that a general election would break the political deadlock.,"Whilst Labour are a few percentage points ahead, they clearly aren’t making sufficient headway to be confident of winning a majority," McAllister says. "The best they could hope for in the current polling would be a minority government and potentially having to seek coalition partners".,Those could include the Liberal Democrats and the Scottish National Party (SNP), who would demand a repeat of the 2014 independence referendum as the price of their support. Ironically, independence for Scotland and its 59 parliamentary seats would shore up the Conservative majority in Westminster and make Labour nigh on unelectable.,"[Labour leader] Keir Starmer has already ruled out any deals with the SNP for obvious constitutional reasons, and therefore with Plaid Cymru in Wales," she points out, "So it seems unlikely that that route to power is open".,McAllister believes a new Tory leader would at least enjoy a "honeymoon period" bounce in the polls.,"And who knows, were Johnson to be defenestrated, it might be that a new leader might choose to capitalize on the honeymoon period and call an earlier election," she speculates.,Beleaguered BoJo Battles With Opposition at Weekly PM's Questions12:52 GMT,No 'Coup', But Then Who?,Mark Garnett, a politics professor at Lancaster University and author of the books "The British Prime Minister in an Age of Upheaval" and "From Anger to Apathy: The British Experience" thinks Johnson has no hope of survival. But he does not see how the party can push the PM out if he refuses to jump.,He says Javid and Sunak's resignations are "serious blows" to Johnson, but they are only "symptoms of a more general crisis of leadership".,"Johnson has been involved in too many incidents which raise questions about his personal integrity," Garnett says, with ministers told to defend the PM against allegations that turned out to be true. "In effect, they have been asked to lie in public on his behalf. Their patience has finally snapped.",But the professor does not see the near simultaneous resignations as a "coup", stressing: "The most surprising thing is that ministers have tolerated Johnson for so long".,While Sunak was seen as the favorite to succeed Johnson just six months ago "he is being held at least partly responsible for the country's economic problems and his chances of becoming prime minister are now very remote," Garnett says. "Sajid Javid's chances are greater, but Conservative members (who make the final decision) seem more attracted to the Defence Secretary, Ben Wallace, who has not resigned.",The academic believes MPs are worried that Johnson is now an "electoral liability" who could cost them their seats at the next general election. "The party has just lost two by-elections in crucial seats, and the main reason given by those who voted against them was Boris Johnson's leadership," he stresses.,But the problem of how to remove Johnson from office if he will not quit remains.,"Currently the party's rules make it impossible to hold a vote of confidence for another year," Garnett points out. "It is very likely that those rules will be changed within the next ten days". But he believes if a vote could be held now, "Johnson would certainly lose and be forced to resign".。

二 |     【环球网科技综合报道】7月20日消息，据Tom's Hardware报道，SK 集团会长、大韩商工会议所会长崔泰源针对当前全球内存市场价格、产业供需及人工智能发展配套保障等行业热点发表观点，直指当前居高不下的内存价格偏离合理区间，持续高价或将拖累消费电子产业发展，同时预警 AI 高速扩张背景下电力、线缆等基础设施供给缺口凸显。         崔泰源直言，当前内存市场长期维持高位价格并不正常。

三 | 若芯片高价态势持续传导至终端产品，个人电脑、智能手机等消费电子产品售价将同步抬升，催生 “芯片通胀” 现象。终端成本上涨会直接压制大众换新意愿，削弱消费电子行业底层需求，对全产业链稳定运行形成冲击。         在行业经营策略层面，他提出，半导体企业应主动适度让利、扩大产能供给，以长远视野维护市场良性发展。他形象比喻，只顾短期攫取高额利润如同一次性摘光果树果实，并非可持续产业发展战略，唯有兼顾市场需求与产业增长空间，韩国半导体行业方能实现长期稳健发展。         针对 AI 算力带来的存储需求变革，崔泰源分析，人工智能产业爆发式增长正在重塑内存供需格局。

四 | 市场预判明年 AI 相关内存需求增幅可达 60% 至 100%，但全球各大存储厂商短期内难以同步匹配对应幅度产能扩张，当前存储供给端供需矛盾十分突出。

五 |          与此同时，他预判，即便后续内存产能紧张局面逐步缓和，AI 产业发展的制约瓶颈将转移至能源电力配套领域。现阶段电力设备供给已普遍短缺，伴随全球数据中心持续扩容，配套电缆、线缆原材料等上下游产品，后续也将面临供不应求的发展现状，能源基建或将成为 AI 产业下一步发展的核心约束条件。（纯钧）。

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